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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,769 | $166,268-62.8% | $165,100-62.6% | $145,897-57.7% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 12.48% | 100.52%-88.0pp | 70.21%-57.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,746 | $6,964-74.9% | $6,035-71.1% | $6,689-73.9% |
| Admin fee / account holder | $15 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |